+74,152.1%
AAPL vs BSX
+957.9%
+73,194.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.0% | -7.0% | +4.1% | -1.4% |
| 30D | +2.3% | -10.9% | +13.2% | +4.9% |
| 3M | +8.6% | -8.2% | +16.8% | +10.4% |
| 6M | +21.6% | -37.5% | +59.0% | +34.0% |
| YTD | +16.3% | -52.8% | +69.2% | +35.9% |
| 1Y | +35.1% | -58.4% | +93.5% | +62.3% |
| 3Y | +79.4% | -16.5% | +95.9% | +82.0% |
| 5Y | +109.8% | -1.0% | +110.8% | +104.1% |
| 10Y | +1,237.1% | +91.2% | +1,145.8% | +1,019.3% |
| All | +74,152.1% | +957.9% | +73,194.2% | +38,430.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling